Samuel Carroll Email & Phone Number

Boston, Ma, Us

StemWave develops and introduces revolutionary technology that reshapes traditional healthcare.Our newest product is Modus-F, a non-invasive, focused acoustic wave system specifically designed for orthopedic use. This type of technology has been used by medical institutions all around the world and is now available in the United States.StemWave makes this technology accessible to patients in need by partnering with medical professionals all around the country.

Boston, Ma, Us

San Francisco, California, Us

• Assisted the BD, RIA and Strategic Relations channels of WFAM. • Supported the sales teams by running and analyzing Mutual Fund/SMA zephyr’s as well as Morningstar reports.• Conducted several extensive Salesforce reports for each channel of the business.• Manipulated excel reports with V-lookup’s; formulas, pivot tables and dashboards to deliver a better user experience for upper and middle management.• One of four people to participate in the WFAM pilot of virtual wholesaling. I would carry out various phone calls and email campaigns to initiate business as well as create a relationship with underutilized financial advisors.o Topics of the phone calls and emails consisted of everything from Wells Fargo investment products to marketing material.• Frequently spoke with financial advisors via inbound calls delivering the best service to fit their needs.

• Update client information in Microsoft programs by using Orion and Client Work systems• Navigating and updating Money Guide Pro and CRM system (Redtail) with new client information• Sit in on client meetings, taking clear and comprehensive notes• Run thorough Morningstar reports on client’s possible allocations• I processed annuity trades, filling out their suitability information to perform the transaction.• I utilized our online platforms to move money from various accounts for trades or sell offs.• I traded singular bonds for our client’s portfolios as well as created bond ladders with in portfolios to meet our client’s needs.

New York, Us

• Coordinated phone calls and set up meetings for internal staff.• Consolidated information by utilizing Microsoft programs as well as shortcuts, formulas and scripts.• Helped the sales team build over the phone sales scripts for our business development/sales desk.• Communicated the value of Seated and its features as a startup to both our merchant and prospective partners in fifteen cities.

Milwaukee, Wi, Us

• Conducted a financial practice by providing specialized assistance and information to potential clients regarding life insurance, retirement plans and other financial programs• Distributed phone calls and facilitated meetings to educate clients on Northwestern Mutual and their products• Gathered facts and information on potential clients and gave financial advice based on conclusions• Sold insurance products offered to these clients (licensed in Maine to sell life, accident and health insurance)

Bachelor’S Degree, Management Major

High School Diploma